Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (44050)	8/23/2011 11:30:54 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78717

re CMI, PCAR - don't you think that the trend would go from modular design (where you can choose your own engine for the truck chasis) to an integrated design? the modular design is unique to the USA, as far as I know. For better performance (gear, chasis, load) and integrated design would be better, imo, which would leave engine only suppliers in the cold (or they get bought out). I laughed at the story from decades ago, when Mercedes/Daimler bought Freightliner and did not understand why anybody would choose a truck engine from a different manufacturer. I think they got their ass kicked until they realised that things work differently in the US. Still, I think performance requires tight integration and I believe that this will do away with the "Choose your own engine" a la carte menu when purchasing trucks eventually.